OIA
Optimum Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
26,019
-157
| -0.6% | -$4.54K | 0.33% | 67 |
|
|
2025
Q1 | $740K | Sell |
26,176
-3,108
| -11% | -$87.9K | 0.35% | 66 |
|
|
2024
Q4 | $667K | Hold |
29,284
| – | – | 0.29% | 69 |
|
|
2024
Q3 | $644K | Sell |
29,284
-2,600
| -8% | -$57.2K | 0.28% | 80 |
|
|
2024
Q2 | $609K | Hold |
31,884
| – | – | 0.27% | 79 |
|
|
2024
Q1 | $561K | Sell |
31,884
-953
| -3% | -$16.8K | 0.26% | 86 |
|
|
2023
Q4 | $551K | Sell |
32,837
-12,363
| -27% | -$207K | 0.28% | 82 |
|
|
2023
Q3 | $679K | Sell |
45,200
-5,819
| -11% | -$87.4K | 0.35% | 70 |
|
|
2023
Q2 | $814K | Buy |
51,019
+1,387
| +3% | +$22.1K | 0.4% | 62 |
|
|
2023
Q1 | $955K | Sell |
49,632
-9,344
| -16% | -$180K | 0.5% | 45 |
|
|
2022
Q4 | $1.09M | Buy |
58,976
+913
| +2% | +$16.8K | 0.59% | 37 |
|
|
2022
Q3 | $891K | Sell |
58,063
-5,072
| -8% | -$77.8K | 0.48% | 50 |
|
|
2022
Q2 | $1.32M | Buy |
63,135
+1
| +0% | +$21 | 0.66% | 31 |
|
|
2022
Q1 | $1.49M | Sell |
63,134
-10,883
| -15% | -$257K | 0.63% | 30 |
|
|
2021
Q4 | $1.82M | Sell |
74,017
-11,307
| -13% | -$278K | 0.71% | 27 |
|
|
2021
Q3 | $2.31M | Sell |
85,324
-7,033
| -8% | -$190K | 0.97% | 20 |
|
|
2021
Q2 | $2.66M | Sell |
92,357
-14,900
| -14% | -$429K | 0.83% | 24 |
|
|
2021
Q1 | $3.25M | Sell |
107,257
-210
| -0.2% | -$6.36K | 0.95% | 18 |
|
|
2020
Q4 | $3.09M | Sell |
107,467
-14,525
| -12% | -$418K | 0.94% | 19 |
|
|
2020
Q3 | $3.48M | Buy |
121,992
+14,922
| +14% | +$425K | 1.17% | 15 |
|
|
2020
Q2 | $3.24M | Buy |
107,070
+977
| +0.9% | +$29.5K | 1.13% | 15 |
|
|
2020
Q1 | $3.09M | Sell |
106,093
-5,134
| -5% | -$150K | 1.27% | 14 |
|
|
2019
Q4 | $4.35M | Buy |
111,227
+11,727
| +12% | +$458K | 1.29% | 12 |
|
|
2019
Q3 | $3.77M | Buy |
99,500
+6,100
| +7% | +$231K | 1.19% | 15 |
|
|
2019
Q2 | $3.13M | Buy |
93,400
+6,688
| +8% | +$224K | 1.02% | 19 |
|
|
2019
Q1 | $2.72M | Sell |
86,712
-2,955
| -3% | -$92.7K | 0.89% | 21 |
|
|
2018
Q4 | $2.56M | Sell |
89,667
-10,793
| -11% | -$308K | 0.88% | 26 |
|
|
2018
Q3 | $3.37M | Sell |
100,460
-6,375
| -6% | -$214K | 0.93% | 24 |
|
|
2018
Q2 | $3.43M | Buy |
106,835
+8,858
| +9% | +$284K | 0.99% | 19 |
|
|
2018
Q1 | $3.49M | Buy |
97,977
+1,506
| +2% | +$53.7K | 1.03% | 18 |
|
|
2017
Q4 | $3.75M | Sell |
96,471
-15,639
| -14% | -$608K | 1.19% | 15 |
|
|
2017
Q3 | $4.39M | Sell |
112,110
-1,061
| -0.9% | -$41.6K | 1.47% | 8 |
|
|
2017
Q2 | $4.27M | Buy |
113,171
+1,270
| +1% | +$47.9K | 1.48% | 8 |
|
|
2017
Q1 | $4.65M | Buy |
111,901
+11,863
| +12% | +$493K | 1.65% | 7 |
|
|
2016
Q4 | $4.26M | Sell |
100,038
-439
| -0.4% | -$18.7K | 1.6% | 8 |
|
|
2016
Q3 | $4.08M | Sell |
100,477
-2,139
| -2% | -$86.9K | 1.53% | 8 |
|
|
2016
Q2 | $4.43M | Sell |
102,616
-5,862
| -5% | -$253K | 1.72% | 8 |
|
|
2016
Q1 | $4.25M | Buy |
108,478
+10,587
| +11% | +$415K | 1.67% | 8 |
|
|
2015
Q4 | $3.37M | Buy |
97,891
+11,671
| +14% | +$402K | 1.3% | 10 |
|
|
2015
Q3 | $2.81M | Buy |
+86,220
| New | +$2.81M | 1.13% | 14 |
|
|
2015
Q1 | $1.38M | Sell |
42,368
-22,631
| -35% | -$739K | 0.44% | 54 |
|
|
2014
Q4 | $1.32M | Buy |
64,999
+5,449
| +9% | +$110K | 0.42% | 57 |
|
|
2014
Q3 | $2.17M | Buy |
59,550
+24,135
| +68% | +$881K | 0.72% | 29 |
|
|
2014
Q2 | $1.25M | Buy |
35,415
+14,226
| +67% | +$503K | 0.41% | 61 |
|
|
2014
Q1 | $743K | Sell |
21,189
-783
| -4% | -$27.5K | 0.28% | 103 |
|
|
2013
Q4 | $773K | Buy |
21,972
+1,359
| +7% | +$47.8K | 0.29% | 101 |
|
|
2013
Q3 | $697K | Buy |
+20,613
| New | +$697K | 0.29% | 99 |
|